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CIK: 0001715228
Total reported value
$326.9M
$326.9M
95 檔
19.3%
At the close of Q3 2025, Wealth Advisors of Tampa Bay, LLC disclosed equity holdings valued at approximately $326.9M, spread across 95 reported holdings.
In Q3 2025, Wealth Advisors of Tampa Bay, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 61 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.30% | +0.85% | -3.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | -0.03% | +28.57% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.12% | -3.00% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.36% | -1.60% | +20.32% | |
| 5 | GLW | Corning Inc | Stock-Tech | 3.27% | +2.75% | -3.35% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.09% | -0.51% | -0.47% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.77% | +0.08% | -8.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.62% | +0.40% | -2.56% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.08% | -5.51% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 2.40% | +0.46% | -0.41% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 2.32% | -0.20% | +1.89% | |
| 12 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.27% | +0.20% | -3.90% | |
| 13 | ETR | Entergy CORP | Stock-Utilities | 2.21% | -0.15% | +0.49% | |
| 14 | GRMN | Garmin Ltd. | Stock-Tech | 2.16% | +0.21% | -0.85% | |
| 15 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.97% | -0.12% | +7.83% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.80% | -0.35% | +0.49% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.73% | -0.55% | +3.92% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | +0.18% | -3.26% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.66% | +0.03% | -0.92% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.63% | +0.06% | +37.49% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.13% | +4.88% | |
| 22 | EA | Electronic Arts Inc | Stock-Comm Services | 1.56% | — | -5.06% | |
| 23 | PNC | Pnc Financial Services Group | Stock-Financials | 1.54% | +0.15% | -0.60% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.54% | +0.06% | +43.85% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.52% | -0.38% | -9.61% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.42% | -0.05% | +2.16% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.42% | — | — | |
| 28 | PSC | Principal US Small-cap ETF | ETF-Other | 1.40% | +0.17% | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | +0.59% | -2.28% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 1.39% | -0.21% | +0.81% | |
| 31 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.38% | -0.31% | +13.74% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.38% | -0.43% | -0.24% | |
| 33 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.37% | +0.15% | +1.80% | |
| 34 | TU | Telus CORP | Stock-Other | 1.37% | -0.31% | -7.95% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.25% | -0.23% | +4.71% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.21% | +0.83% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.16% | -0.12% | +4.63% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 1.15% | -0.03% | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 1.13% | -0.09% | +2.52% | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.12% | — | +32.76% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.09% | +156.41% | |
| 42 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.04% | -0.31% | +1.07% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.95% | +0.09% | +1.80% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.95% | -0.07% | — | |
| 45 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.90% | — | +3.72% | |
| 46 | XLB | Ss Materials Select Sector | ETF-Other | 0.79% | -0.07% | -0.06% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.75% | -0.01% | +0.61% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.69% | +0.02% | +1.55% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.11% | +0.55% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.5% | +20.32% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | +28.57% | Add |
| 3 | AVGO | Broadcom Inc | +1.4% | -3.02% | Trim |
| 4 | GLW | Corning Inc | +1% | -3.35% | Trim |
| 5 | NOW | Servicenow Inc | +0.6% | +156.41% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.56% | Trim |
| 7 | NVDA | Nvidia CORP | +0.5% | +4.88% | Add |
| 8 | COST | Costco Wholesale CORP | +0.5% | — | Add |
| 9 | KHC | Kraft Heinz Co/the | +0.4% | +32.76% | Add |
| 10 | HAS | Hasbro Inc | +0.2% | +13.74% | Add |
| 11 | TFC | Truist Financial CORP | +0.2% | +0.61% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | -8.52% | Trim |
| 13 | UBER | Uber Technologies Inc | +0.1% | +2.52% | Add |
| 14 | JPLD | Jpmorgan LTD Duration ETF | +0.1% | +7.83% | Add |
| 15 | ACN | Accenture plc | +0.1% | +14.81% | Add |
| 16 | HAL | Halliburton Co | +0.1% | +5.45% | Add |
| 17 | PEP | Pepsico Inc | +0.1% | — | Add |
| 18 | GD | General Dynamics CORP | 0% | — | Add |
| 19 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Trim |
| 21 | BNY | Bank Of New York Mellon CORP | 0% | -3.90% | Trim |
| 22 | V | Visa Inc-class A Shares | 0% | +9.22% | Add |
| 23 | IGV | Ishares Expanded Tech-softwa | 0% | — | Unchanged |
| 24 | EPD | Enterprise Products Partners | 0% | — | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 26 | LH | Labcorp Holdings Inc | — | -4.89% | Trim |
| 27 | ABBV | Abbvie Inc | — | — | Add |
| 28 | VLY | Valley National Bancorp | — | — | Unchanged |
| 29 | ADI | Analog Devices Inc | 0% | -0.41% | Trim |
| 30 | BAC | Bank Of America CORP | 0% | -5.88% | Trim |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | — | Unchanged |
| 32 | GIPR | Generation Income Properties | 0% | — | Unchanged |
| 33 | GIPRW | Generation Income Proper -cw | 0% | — | Unchanged |
| 34 | MO | Altria Group Inc | 0% | — | Trim |
| 35 | DPG | Duff & Phelps Utility & Inc | 0% | — | Unchanged |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +3.42% | Add |
| 37 | TGT | Target CORP | 0% | +16.36% | Add |
| 38 | MXI | Ishares Global Materials ETF | 0% | +1.89% | Add |
| 39 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.49% | Add |
| 40 | ETB | Eaton Vance T/m Buy-wrt Inc | 0% | -16.00% | Trim |
| 41 | IP | International Paper Co | 0% | — | Unchanged |
| 42 | SPH | Suburban Propane Partners LP | 0% | — | Unchanged |
| 43 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 44 | MPLX | Mplx LP | 0% | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | -23.06% | Trim |
| 46 | COF | Capital One Financial CORP | 0% | +1.55% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 48 | AMGN | Amgen Inc | 0% | +11.70% | Add |
| 49 | DIS | Walt Disney Co/the | -0.1% | -27.02% | Trim |
| 50 | CI | THE Cigna Group | -0.1% | +20.80% | Add |
According to official SEC Form 13F filings, Wealth Advisors of Tampa Bay, LLC reported a total U.S. public equity portfolio value of $326.9M across 95 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, AAPL) accounted for 19.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BX
市值: $4.6M
Top Position Liquidated / Trimmed
SLYV
前期市值: $2.8M
During Q3 2025, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (6.3%)、MSFT (4.6%)、AAPL (3.5%). The largest single position, AVGO, represented 6.3% of total portfolio value.
In Q3 2025, Wealth Advisors of Tampa Bay, LLC made 139 total portfolio adjustments, initiating 6 new buys, adding to 41 positions, trimming 31 holdings, and fully liquidating 61 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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